Neil Horowitz,
AWMA®, CRPC®
Senior Vice President
Medical Wealth Advisor
Truist Bank
401 E Jackson Steet
20th floor ,
Tampa , FL 33602
About me
Background
With more than 20 years of experience, Neil has built a practice that specializes in working with successful physicians and their families. As a Medical Wealth Advisor at Truist, Neil collaborates with clients to provide individualized solutions to help create, build, and protect wealth.
3 Things you should know about Neil as your Medical Wealth Advisor:
1. His goal is to help “simplify your life”. To help simplify your financial life, Neil collaborates and coordinates with resources and specialists within: Wealth Planning, Credit & Home Financing, Trust Management, as well as Insurance & Asset Protection Strategy. This frees up your time to concentrate on things most important to you.
2. Neil believes client responsiveness is critical; follow up and returning calls should be expected. Understanding a physician’s hectic schedule, Neil can be available off hours and weekends by appointment.
3. Transparency and integrity are important to a successful advisor / client relationship. While no one can control the markets, communication is a deliverable controllable.
* Neil holds both the Accredited Wealth Management Advisor® (AWMA®) and Chartered Retirement Planning Counselor® (CRPC®) designations.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians
Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Top-notch service delivery and support for the private banking needs of business-owners
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Recommended Resources
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Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.